Creating An External List From Excel And Importing It

• Cell A1 must be named label.
• Start inputting your list at A2.

The Hierarchical list.

A Hierarchical list may contain up to 9 levels, that is, 9 columns on the Excel file.

• On this file, on the first line, cells A1 and B1 must be named level_label, and the last column must be named label.
• Input your list.

Explanations: take the example of California.
By selecting the State of California, you will then have to choose between several cities in California: Los Angeles, San Francisco, San Diego and Santa Ana. Then, when choosing Los Angeles, you will be able to select a county within Los Angeles (Pasadena, Santa Clarita or Long Beach).

The Referential List.

The referential list may contain up to 49 columns.

• Cell A1 must be renamed label, and the following cells B1, C1, D1 etc. must be renamed ref.
• Input your list.

Explanations: take the example of Leroy.
When you select Leroy, his first name, address and member number will appear in the fields provided for the purpose (the fields Reference or Calculation).
Reading will be by column: column 1 is defined by the last name; column 2 is defined by the forename, and so on.

The Hierarchical & Referential List.

The Hierarchical & Referential list of seniority may contain 9 columns for the seniority section and 49 columns for the referential section. Given that the last column of seniority and the first column of referential are common to both lists.

• In your Excel file, name cells A1, B1, C1, etc. in your section named Hierarchical list level_label. The last column corresponding to the Hierarchical List, which is also the first column of the Referential List, must be named label. The following columns, which correspond to the Referential List, must be named ref.
• Input your list.

Explanations: take the example of Languedoc-Roussillon.
When you select Languedoc-Roussillon, the following list will offer you Aude, Gard and Hérault. When you choose Hérault: Béziers and Montpellier will be offered to you. If you choose Montpellier: Girard, Dupont, Dufour and Martin will appear. If you select Martin: Marie, Montpellier, 25 Avenue Saint Lazare, 34000 and 7620 will appear in the fields provided for the purpose (Reference fields).

This function is available only for elements originating from a label column. The code appears in the History and in the Excel exports (lists and personalised).

• The column preceding label must be named code.

Explanations: Take the example of Jules Petit. On export, instead of seeing Petit appear, his member code 89512 will appear in the History and the Excel imports.

The Filtered List.

The Filtered list will display or hide the elements of an external list according to the information shown in the user profiles.

• In your Excel file, rename cells A1, B1 and C1 with user_ref1, user_ref2 and user_ref3 if you have three types of filters to insert therein.
• The following column, D1, must be named Label. This is the column that corresponds to the elements in your list.
• Input your filters and the elements in your list.

Explanations: Users with the filter Germany configured in their user profile will see on their mobile or tablet the elements Ginger Breads, Mandelkuchen, Russischer Zupfuchen, Chocolate cake, Apple Pie and Speculaas. In contrast, they will not see the other elements on the list appear.